Patient Policy Holder Wizard

Quick Bar: Overviews (More)---Patient---SSN_Validation---Choose_Appointment---Demographics---Contacts---Info---Comments---Diagnosis---Workers'_Comp---Workers' Comp_User-Defns---Remarks---Referral/Phys---Guarantor---Employer---Insurances---Remove_Images---Add_Images---Print_Forms

Patient Policy Holder Wizard - Overview

Use the Patient Policy Holder Wizard, which is launched from the Patient Insurance Wizard, to quickly and easily create or edit insurance policy holder demographic information. A policy holder is simply any patient identified as the policy holder of the insurance policy. For example, a spouse is sometimes the policy holder for a patient's insurance. In INSight the policy holder must have a patient record, even if not a patient of the practice. The Wizard guides you through each step of data entry in an organized manner. It also provides the flexibility to skip around among the steps. The table below describes each step for the Patient Policy Holder Wizard.

For additional information, click More.

Directions:

To see directions for...

Opening the Patient Policy Holder Wizard, click More.
1. Follow the opening instructions for the appropriate Patient Wizard.
2. Check-In New Patient Wizard
3. Check-In Patient Wizard
4. New Patient Wizard
5. Patient Policy Holder Wizard
6. Register Patient Wizard
7. Register New Patient Wizard
1. Navigate to the Insurances step.
2. To open the Patient Insurance Wizard, click the Wizard icon.
3. Navigate to the Policy Holder step.
4. To open the Patient Policy Holder Wizard, click the Wizard icon.
Patient Policy Holder Wizard Example:

Tip: To see an explanation of an area, the cursor becomes a hand when you position the cursor over the area. Click once to display the associated topic.
Creating a new Policy Holder, click More.
IMPORTANT: To avoid losing data, the wizard automatically saves your data when you click Finish .
1. Open one of the Patient Wizards for a new or existing patient.
2. Navigate to the Insurances step.
3. To open the Patient Insurance Wizard, click the Wizard icon.
4. Navigate to the Policy Holder step.
5. Leave the Policy Holder Account Number blank. To open the Patient Policy Holder Wizard, click the Wizard icon.
  Note: If there is already a policy holder specified, you will enter the edit mode, rather than the new patient mode of the Patient Policy Holder Wizard.
6. At the Choose Patient step, enter the Patient Account Number for the new policy holder, or click Assign Number to automatically assign the next available Account Number
7. To position the pointer to the information that you want to enter, press [TAB] or click the field using the mouse.
8. Enter the data changes.
9. To advance to the next step, simply press [ENTER].
  Tip: For more information about moving around in the Wizard, see Wizard - Navigation.
10. To finish entry and save the changes, click Finish , or press [ENTER].
  Keyboard shortcut: [ALT + s]
Editing an existing Policy Holder, click More.
IMPORTANT: To avoid losing data, the wizard automatically saves your data when you click Finish .
1. Open one of the Patient Wizards for a new or existing patient.
2. Navigate to the Insurances step.
3. To open the Patient Insurance Wizard, click the Wizard icon.
4. Navigate to the Policy Holder step.
5. Enter the Patient Account Number of the Policy Holder.
6. To open the Patient Policy Holder Wizard, click the Wizard icon.
7. The Wizard automatically advances to the Demographics step.
8. To position the pointer to the information that you want to enter, press [TAB] or click the field using the mouse.
9. Enter the data changes.
10. To advance to the next step, simply press [ENTER].
  Tip: For more information about moving around in the Wizard, see Wizard - Navigation.
11. To finish entry and save the changes, click Finish , or press [ENTER].
  Keyboard shortcut: [ALT + s]
Deleting an existing Policy Holder, click More.

Note: To preserve patient history, you are not allowed to delete patient records for policy holders.
Understanding the field values for the following areas, click the section name in the table below:

Field Details by Step
Choose Patient	Contains the Patient Account Number.
SSN Validation	Contains the Social Security Number to confirm that you are entering a patient that does not already exist. Note: This step does not appear if the policy holder already exists.
Demographics	Contains the patient's name, address, marital status and other demographic information.
Additional Contact	Contains patient contact information such as the cell phone number, fax, email, and a contact person.
Additional Information	Contains additional patient information such as the employment status, student status, consent code and organ donor code.
Balance Information Comments	Contains three user-defined comments fields.
Patient Diagnosis	Contains up to three diagnosis codes for the patient.
Workers' Compensation	Contains disability and status information for patients with Workers' Compensation claims.
Workers' Comp. - User Defined	Contains fields defined by the Workers' Compensation Control Record. There are three date fields and eight alphanumeric fields that you can tailor to your practice's needs.
Remarks	Contains patient-specific remarks used for billing purposes.
Referral/Physician	Contains the patient's Provider and Referral Codes, if applicable.
Guarantor	Contains information about who is financially responsible for the patient's account. Launches the Patient Guarantor Wizard.
Employer Information	Contains employer information for the patient, which is needed if the patient has a workers' compensation related illness or injury.
Insurances	Contains the list of assigned insurances for the patient. Launches the Patient Insurance Wizard.
Remove/Review Patient Images	Allows you to view or remove existing images from the patient, such as scanned medical cards or the patient's photo ID.
Add Patient Images	Allows you to add images, such as scanned medical cards or the patient's photo ID, to the patient record.